| Arrow Financial Corp | 249 | $218.9K | 0.02% | −108−30.3% | Reduced |
| Mach-1 Financial Group, Inc. | 249 | $218.9K | 0.04% | +249 | New |
| Blodgett Wealth Advisors, LLC | 249 | $218.8K | 0.15% | +249 | New |
| Baker Tilly Wealth Management, LLC | 248 | $218.0K | 0.05% | +248 | New |
| Texas Bank & Trust Co | 248 | $218.0K | 0.08% | +248 | New |
| SpringVest Wealth Management LLC | 247 | $217.1K | 0.15% | +247 | New |
| Evanson Asset Management, LLC | 246 | $216.2K | 0.01% | −68−21.7% | Reduced |
| Cascade Financial Partners, LLC | 246 | $216.2K | 0.02% | +246 | New |
| Zevin Asset Management LLC | 245 | $215.4K | 0.03% | −78−24.1% | Reduced |
| Altus Wealth Group LLC | 245 | $215.4K | 0.09% | +245 | New |
| 5th Street Advisors, LLC | 245 | $215.4K | 0.10% | +245 | New |
| M1 Capital Management LLC | 245 | $215.4K | 0.09% | +245 | New |
| Anchyra Partners LLC | 245 | $215.4K | 0.07% | +245 | New |
| Alessandra Capital Management, LLC | 245 | $215.4K | 0.19% | +245 | New |
| Mainsail Asset Management, LLC | 244 | $214.5K | 0.09% | −98−28.7% | Reduced |
| Van Hulzen Asset Management, LLC | 244 | $214.5K | 0.02% | +244 | New |
| Brio Consultants, LLC | 244 | $214.5K | 0.03% | +244 | New |
| Founders Grove Wealth Partners, LLC | 244 | $214.5K | 0.05% | +244 | New |
| Cogent Private Wealth, Inc. | 244 | $214.5K | 0.16% | +244 | New |
| Finward Bancorp | 243 | $213.6K | 0.17% | +243 | New |
| 25 LLC | 243 | $213.6K | 0.07% | +243 | New |
| Ahara Advisors LLC | 243 | $213.6K | 0.19% | +243 | New |
| DLD Asset Management, LP | 241 | $211.8K | 0.02% | −34−12.4% | Reduced |
| Alpha Omega Wealth Management LLC | 241 | $211.8K | 0.04% | +241 | New |
| Vericrest Private Wealth | 241 | $211.8K | 0.19% | +241 | New |
| Ridgecrest Wealth Partners, LLC | 240 | $211.0K | 0.11% | +240 | New |
| Stelac Advisory Services LLC | 239 | $210.1K | 0.07% | −12−4.8% | Reduced |
| Silver Coast Investments LLC | 239 | $210.1K | 0.07% | +239 | New |
| Asset Advisory Group, Inc. | 238 | $208.9K | 0.10% | +238 | New |
| Axim Planning & Wealth | 237 | $208.3K | 0.22% | +237 | New |
| Legacy Financial Strategies, LLC | 236 | $207.5K | 0.04% | +236 | New |
| Wealthedge Investment Advisors, LLC | 236 | $207.5K | 0.08% | +236 | New |
| RFP Financial Group LLC | 236 | $207.5K | 0.10% | +236 | New |
| HHM Wealth Advisors, LLC | 236 | $207.4K | 0.02% | 00.0% | Unchanged |
| CogentBlue Wealth Advisors, LLC | 236 | $207.4K | 0.14% | +236 | New |
| GatePass Capital, LLC | 236 | $207.4K | 0.11% | +236 | New |
| Vantus Wealth LLC | 236 | $207.4K | 0.15% | +236 | New |
| Latitude Advisors, LLC | 236 | $207.3K | 0.09% | +236 | New |
| First Financial Group Corp | 235 | $206.6K | 0.18% | +235 | New |
| Mayport, LLC | 235 | $206.6K | 0.04% | −29−11.0% | Reduced |
| Avenue 1 Advisors, LLC | 235 | $206.6K | 0.06% | +235 | New |
| QTR Family Wealth, LLC | 217 | $206.2K | 0.09% | +217 | New |
| Paladin Advisory Group, LLC | 234 | $205.7K | 0.15% | 00.0% | Unchanged |
| Barings LLC | 234 | $205.7K | 0.00% | +234 | New |
| First National Advisers, LLC | 234 | $205.7K | 0.03% | +234 | New |
| Grantvest Financial Group LLC | 234 | $205.7K | 0.13% | +234 | New |
| StoryOne LLC | 0 | $205.7K | 0.12% | 0 | New |
| Keystone Financial Group, Inc. | 233 | $205.0K | 0.11% | +1+0.4% | Added |
| Strategic Financial Partners, Ltd. | 233 | $204.9K | 0.09% | +233 | New |
| Sittner & Nelson, LLC | 220 | $204.3K | 0.07% | +13+6.3% | Added |
| May Barnhard Investments LLC | 232 | $204.0K | 0.10% | −45−16.2% | Reduced |
| Perennial Advisors, LLC | 232 | $203.9K | 0.03% | +232 | New |
| Kondo Wealth Advisors, Inc. | 232 | $203.9K | 0.08% | +232 | New |
| JB Capital LLC | 232 | $203.6K | 0.01% | +232 | New |
| Bouchey Financial Group Ltd | 231 | $203.3K | 0.02% | +231 | New |
| Bruce G. Allen Investments, LLC | 231 | $203.0K | 0.14% | −9−3.8% | Reduced |
| Baker Boyer National Bank | 231 | $203.0K | 0.06% | +231 | New |
| Downshift Financial, LLC | 228 | $202.7K | 0.13% | +228 | New |
| Running Point Capital Advisors, LLC | 230 | $202.2K | 0.06% | +230 | New |
| North Capital, Inc. | 230 | $202.2K | 0.17% | +6+2.7% | Added |
| Vermillion Wealth Management, Inc. | 230 | $201.9K | 0.08% | +100+76.9% | Added |
| UMA Financial Services, Inc. | 229 | $201.7K | 0.03% | +9+4.1% | Added |
| Belleair Asset Management, LLC | 229 | $201.3K | 0.19% | +229 | New |
| OneAscent Financial Services LLC | 229 | $201.3K | 0.02% | +229 | New |
| Concorde Asset Management, LLC | 228 | $200.4K | 0.08% | +228 | New |
| Excelsior Advisor Network LLC | 228 | $200.4K | 0.10% | +228 | New |
| Raffa Wealth Management, LLC | 225 | $197.8K | 0.03% | +162+257.1% | Added |
| Investment Research & Advisory Group, Inc. | 217 | $197.8K | 0.07% | +1+0.5% | Added |
| Chilton Capital Management LLC | 223 | $196.0K | 0.01% | +7+3.2% | Added |
| Sherman Asset Management, Inc. | 219 | $192.5K | 0.16% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 218 | $192.0K | 0.00% | −112−33.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 202 | $187.8K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 213 | $187.2K | 0.19% | +19+9.8% | Added |
| TD Capital Management LLC | 211 | $185.5K | 0.02% | +135+177.6% | Added |
| Evermay Wealth Management LLC | 207 | $182.0K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 203 | $178.4K | 0.02% | +1+0.5% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 200 | $178.4K | 0.00% | +200 | New |
| Ulland Investment Advisors, LLC | 200 | $176.0K | 0.14% | 00.0% | Unchanged |
| Strategic Advocates LLC | 199 | $176.0K | 0.05% | 00.0% | Unchanged |
| Vinland Capital Management Gestora de Recursos LTDA. | 198 | $174.0K | 2.52% | +198 | New |
| Dunhill Financial, LLC | 198 | $174.0K | 0.04% | +4+2.1% | Added |
| Elevated Capital Advisors, LLC | 197 | $172.7K | 0.04% | +197 | New |
| Signature Resources Capital Management, LLC | 195 | $171.4K | 0.09% | +5+2.6% | Added |
| Aventura Private Wealth, LLC | 190 | $167.2K | 0.06% | +4+2.2% | Added |
| Garner Asset Management Corp | 189 | $166.1K | 0.06% | +189 | New |
| Godfrey Financial Associates, Inc. | 189 | $166.1K | 0.14% | +189 | New |
| Covestor Ltd | 183 | $162.0K | 0.08% | +33+22.0% | Added |
| Albion Financial Group | 184 | $161.8K | 0.01% | +144+360.0% | Added |
| Richardson Financial Services Inc. | 184 | $161.7K | 0.10% | +15+8.9% | Added |
| Brown, Lisle/Cummings, Inc. | 183 | $160.9K | 0.04% | 00.0% | Unchanged |
| American National Bank | 183 | $160.9K | 0.02% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 181 | $159.1K | 0.16% | +181 | New |
| Abound Wealth Management | 179 | $157.7K | 0.04% | +15+9.1% | Added |
| Trust Co | 177 | $155.6K | 0.01% | +127+254.0% | Added |
| Inlight Wealth Management, LLC | 174 | $152.9K | 0.06% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 174 | $152.9K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 172 | $151.2K | 0.01% | −16−8.5% | Reduced |
| Costello Asset Management, INC | 170 | $149.5K | 0.05% | 00.0% | Unchanged |
| High Note Wealth, LLC | 164 | $144.2K | 0.03% | −9−5.2% | Reduced |
| S&T Bank | 163 | $143.3K | 0.05% | −21−11.4% | Reduced |
